NS Wealth’s Journey: Pioneering Fee-Based Financial Planning in Rural India
We are proud to share that our founder, Mr. Nitin Sawant, was recognized with the prestigious Emerging Advisor Award by SBI Mutual Fund and Wealth Forum in 2013. This award celebrates innovative talent in the Independent Financial Advisor (IFA) space, specifically highlighting professionals who have made significant impacts within their first five years of practice.
Breaking New Ground in Rural Financial Advisory
Mr. Sawant’s journey is a testament to innovation and determination in the financial advisory sector. Starting from Lengara village in Maharashtra’s Sangli district, he revolutionized the approach to financial planning in rural India by:
- Establishing a 100% fee-based financial planning model
- Implementing technology-driven client communication through a fully Wi-Fi-enabled office
- Creating a network of 20 IFAs across southern Maharashtra
- Mentoring other advisors in implementing fee-based planning in rural markets
Recognition of Excellence
- The award specifically acknowledged Mr. Sawant’s unique achievement in:
- Successfully implementing a fee-based model in a rural market
- Demonstrating that professional financial planning services can thrive beyond urban centers
- Creating a scalable model for other advisors to follow
Impact and Innovation
This recognition highlights NS Wealth’s commitment to:
- Democratizing access to professional financial planning
- Leveraging technology to serve clients effectively
- Building trust through transparent fee structures
- Mentoring the next generation of financial advisors
Media Coverage
Featured in Wealth Forum, the story showcases how NS Wealth has transformed financial advisory services in rural India, making professional financial planning accessible to all, regardless of location.
“The young man who is re-writing the way financial advice is delivered in rural India” -Wealth Forum
This recognition reaffirms our commitment to delivering unbiased, professional financial planning services to all segments of society, while upholding the highest standards of transparency and client service.